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What is Documill Dynamo?

Document generation

Use your data from Salesforce to create dynamic documents.

Online

Our online editor is specially designed for template creation. The functionality you know and love from MS Office for all devices and operating systems.

MS Office plugin

If MS Office is your thing, our Office add-in means you build your solutions entirely in Office – no Salesforce coding needed.

Workflow automation

The sky’s the limit with our workflow tool! Not just triggering solutions but enabling and empowering interactive document-driven processes.

Our customers currently use automation for:
  • Complex quote building
  • Contract creation
  • Approval processes
  • Collaboration
  • Automatic write back of data to Salesforce
  • On the fly document translation.
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Why use Documill Dynamo?

Easy to use

It takes only 2 steps to build a solution. Design template layout and drag and drop your data. No complex parameters or scripting needed!

Flexible

Documents are future proof and ready for online and mobile use. If your documents need to be MS Office compatible, our Office add-in makes it happen.

Quality

Our workflow empowers you to create endless, reliable options for how to use your documents in your Salesforce processes.

Document driven solutions

Data

It is super easy to connect your templates with your Salesforce data. Accessing Salesforce reports and queries is easy too.

Template design

Create beautiful, bespoke documents. Salesforce data is available directly inside the template designer to click and drag into place.

Workflow design

Multi-faceted workflows as simple or as complex as you need! Everything from how to trigger a solution to in-process editing the document after creation and writing user-inputted data back to Salesforce.

Internal collaboration

Allow others to edit, comment, accept or reject documents and keep track of document updates and versions. Obtain appropriate internal approvals and engage all relevant parties. All without leaving the workflow process. Automatically update Salesforce with data from the documents.

How it works

Install from AppExchange

Open our online editor or install the MS Office add-in.

Build template

Your data is right there in the editor! Documill Dynamo autosaves so just close the tab when you’re done. You can hit preview any time to test your template with your real Salesforce data.

Enrich the experience

You can use our workflow to automate the solution (triggering, options, template selection etc). That is just the beginning of our workflow capabilities, you are limited only by your imagination. We are fully compatible with Salesforce Lightning Experience.

Our UK Office

london office

History

Documill is headquarted in Helsinki, Finland. Led by Mika and Terho, Documill has over 20 years’ experience in creating document solutions. We are true document automation experts. Dynamo has been an AppExchange product for 4 years.

UK Team

Our London office has just opened to grow and support our customer base in the UK. Led by Penny who has over 10 years’ experience in the Salesforce world, three years focused on document generation.

We need you!

  • Want to try Documill for free? Give us a call on 0203 189 1664
  • A Salesforce Consultant? We want to help you, please contact us
  • Active in the Salesforce community? Let us know how we can get involved.

Compare all features in detail

Workflow Design Professional Enterprise
Use business rules and conditions to automate the document creation process:

  • Unlimited number of steps to process data based on business requirements
  • Customized document selection and user interaction with the document process based on user profile or business unit
Add actions to the document driven process for workflow automation:

  • Trigger the collaborative actions for documents in Salesforce, for e.g. update records, send for internal approval, send to customers, etc.
  • Start the document generation process automatically using Salesforce Outbound Message API (10 API requests /month / user license, more requests can be purchased separately)
Template Design Professional Enterprise
Design templates using MS Word, PowerPoint, Excel or Web-browser. Supports MS Office 2010 and newer versions (including Office 365)
Drag and drop Salesforce fields, related line items, reports into templates without switching browser
Create templates with complex layout requirements:

  • Add conditional text and graphical elements (images, charts, and tables) to documents
  • Drag and drop related list to create tables or nested tables to display line items and other data
  • Manipulate data with calculations and operators
  • Embed complex logic and scripts in templates
  • Full support for Salesforce SOQL queries
Reuse blocks of text or other templates across documents
Lock merge fields and other content for editing in the generated document
Control multiple language variants of the document in one template
Set track changes in the generated documents
Merge fields into email templates to automate email creation
User Interaction Professional Enterprise
Create documents in a single button click in the record view
Create documents in MS Word, Excel, PowerPoint, PDF or web-based formats
Customize the content before creating documents such as

  • Show / hide discounts sections
  • Select terms & conditions
  • Select attachments and arrange page order
  • And more…
Customize and edit the documents after generating
Combine multiple documents into one PDF
Drag and drop blocks of text or slides from library into documents
Collaboration & Workflow Automation Professional Enterprise
Send documents as an email attachment or hyperlink in a single click from editing tools
Update documents with new Salesforce data while retaining customized text
Collaborate with team and customers:

  • Track changes on document /Document redlining
  • Accept or reject the document
Use conditions to trigger next steps for documents in Salesforce:

  • Create or update Salesforce tasks or records
  • Send to customer or for internal approval
  • Update status (approved, accepted, rejected) and timestamp
Update Salesforce field data with content collected from the document
Document Management Professional Enterprise
Control document administration and security
Track document versions
Data Source and System Integration Professional Enterprise
Salesforce data source (standard, custom, external objects and reports)
Excel data source
External data source (XML, HTTP, JSON) Optional
SharePoint or OneDrive Integration Optional

Support

Find resources that will help you with Documill Dynamo, or contact our support team.
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